Search Results: 88 vacancies
Our client who is an independent financial planning practice is looking for a Financial Advisor (Investment Specialist), their purpose of the role is to: Assist clients in creating comprehensive financial plans tailored to their specific needs and goals. This includes assessing...
R 15,000 - 22,000 per month
...in-house training
The minimum CPD Points must be maintained by attending training sessions and ongoing training
towards a full CFP qualification
Fit & Proper Training as per Board notice 190 (2017)
General admin – In house servicing – Upgrades and downgrades...
Emporium Human Capital
Four Ways, Sandton
9 days ago
...tertiary qualification a requirement - BCom or similar, or studying towards
Postgraduate qualification a requirement, preferably CFP
Ability to work independently, attention to detail and excellent organisational skills
Please note that if you have not heard from...
CA Financial Appointments
Cape Town, Western Cape
17 days ago
...essential.
Post Graduate Diploma in Financial Planning (NQF 8) would be advantageous.
Certified Financial Planner Status with the FPI (CFP Examination complete and passed) would be advantageous.
Be Fully bilingual (English & Afrikaans).
RE5 Examination essential....
Staff Solutions Recruitment
Port Elizabeth, Eastern Cape
20 days ago
...savvy, analytical, with an understanding of investment products, risks and shortfalls, fund management and liquidity. Studying towards CFP would be an advantage.
POSITION INFO:
Minimum requirements:
Knowledge of the Financial Planning industry....
Green Marble Recruitment Consultants
Pretoria, Gauteng
6 days ago
...sales long term insurance experience
Experience with long-term insurance products
Must have driver's licence and vehicle
Proven sales record
RE5 and Certified Financial planner (CFP) accreditation
Lucrative packaged deals and benefits supplied by client...
Edge Executives
Johannesburg, Gauteng
24 days ago
R 700,000 - 800,000 pa
...or Investment related degree, preferably with Honors.
~ Investment-related postgraduate qualification (or studying towards) such as CFP or CFA advantageous.
~2-3 years of relevant experience in the finance / investment industry.
Skills:
Strong general...
The Recruitment Council
Johannesburg, Gauteng
3 days ago
...Qualification and Experience:
~ Matric/Grade 12 or SAQA Accredited Equivalent Essential.
~120 FAIS credits (NQF 5) in Wealth Management, CFP preferred.
~2 or more years’ experience as a Financial Advisor within the financial services industry, life and investment...
Numeral Financial Services Group
Cape Town, Western Cape
3 days ago
...the organisation.
Requirements
• B. Comm or LLB (preferably B. Comm & LLB postgrad).
• FAIS Compliant with RE5 completed.
• CFP will be advantageous.
• Proven track record in Eemployee Benefits with at least 5 years’ experience in consulting.
• Good...
MARANG-A-KHANYA
Johannesburg, Gauteng
12 days ago
...specs for enhancements
User acceptance testing
Bug resolution
Requirements:
B. Comm, Bachelor of Business Science degree, CFP, or similar qualification
A good technical understanding of unit trust portfolios and the regulations embodied in CISCA
At...
Rory Mackie & Associates
Cape Town, Western Cape
14 days ago
...and CV to be emailed to :
Requirements:
Grade 12
Degree related to Financial Industry preferred
Certified Financial Planner (CFP) or equivalent full qualification (NQF6 with 120 credits
Completed the class of business exam
Completed the RE 5 exam
Registered with...
Engage Recruit
Western Cape
18 days ago
...langauge skills:
B.Com-degree or Post Graduate Diploma in Financial Planning;
FAIS Accredited (NQF Level 7 or higher);
RE5;
CFP;
At least 7 years’ experience in the Employee Benefits industry in a consultancy role;
Excellent writing skills;
Verbal and...
HR Genie
Pretoria, Gauteng
21 days ago
...investments preferable)
Have a qualification recognised by the FSCA for FAIS purposes. Preference will be given to candidates with a CFP.
Have completed relevant class of business and product specific training.
FAIS compliant (continuous professional development)....
Headhunters
Cape Town, Western Cape
11 days ago
...you have a relevant tertiary qualification (BCom or similar) or are working towards one and/or have a post-graduate qualification, (A CFP or similar) we are looking forward to receiving your application.
Please note that absolute fluency in written and spoken English...
Intrinsic Consulting Services
Cape Town, Western Cape
24 days ago
...working experience in the financial planning environment assisting Wealth Managers and Financial Advisors with administrative tasks.
~ CFP designation advantageous
~ RE5 advantageous
~ MS Office Suite (including Teams, Word, Excel, PowerPoint, Outlook, Sharepoint)
~...
Conova Recruitment
Cape Town, Western Cape
19 days ago
...Generating New Business
General Administration
Possibility of salary increase as client book growths
Post Graduation Diploma in Financial Planning
CFP accreditation would be advantageous
at least 2 years relevant experience
Afrikaans and English fluent...
HR Genie
Roodepoort, Gauteng
20 days ago
...~3-5 years’ experience as a paraplanner within wealth management, preparing detailed and complex proposals and financial needs analysis for clients.
Education:
A related BComm degree and a Postgraduate Degree in Financial Planning.
CFP designation....
The Recruitment Council
Claremont, Cape Town
more than 2 months ago
...net worth clients
Educational required Relevant degree from a reputable institution.
Professional registration (if applicable) CFP
Computer Literacy MS Word, Excel &; PowerPoint, XPlan or other industry related packages Personal profile and competencies Tenacity,...
The Recruitment Council
Cape Town, Western Cape
more than 2 months ago
...pipeline
Extensive regional travel is required
Requirements:
Relevant tertiary qualification
RE5 qualification is essential
CFP would be preferred
Experience in a Financial Advisory position
Must have experience in dealing with High-Net-Worth clients...
Rory Mackie & Associates
Cape Town, Western Cape
a month ago
...identification and development
People management and leadership
Minimum requirements:
Financial degree such as BCom (Finance) and / or CFP
Key individual (RE1)
Broad and significant financial services industry experience, preferably within distribution and / or...
The Recruitment Council
Bloemfontein, Free State
a month ago
